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GOOG

Alphabet

$777.29

2.28 (0.29%)

, GOOGL

Alphabet Class A

$804.06

1.42 (0.18%)

13:46
10/02/16
10/02
13:46
10/02/16
13:46

Google, Facebook ad dominance could eventually end, Barron's says

Alphabet (GOOG) and Facebook (FB) could eventually lose their dominance in online advertising as new platforms and ad paradigms enter the market, Barron's says in a 'Technology Trader' column, citing Wedbush analyst James Dix's downgrade of Google last week. It is "probably too soon" to say Google is in trouble given its sheer momentum in the space, but change can happen, and it is not too soon to start considering the implications, Barron's adds. Reference Link

GOOG

Alphabet

$777.29

2.28 (0.29%)

GOOGL

Alphabet Class A

$804.06

1.42 (0.18%)

FB

Facebook

$128.27

0.18 (0.14%)

  • 23

    Oct

  • 27

    Oct

  • 15

    Jan

GOOG Alphabet
$777.29

2.28 (0.29%)

09/27/16
WEDB
09/27/16
DOWNGRADE
WEDB
Underperform
Alphabet downgraded to Underperform from Neutral at Wedbush
09/27/16
WEDB
09/27/16
DOWNGRADE
WEDB
Underperform
Alphabet downgraded to Underperform from Neutral at Wedbush
Wedbush analyst James Dix downgraded Alphabet to Underperform and lowered his price target on shares to $700 on concerns the "Four Horsemen of the Search Apocalypse" -- self-identified consumers, consumer control of IP-delivered ads, payments innovation, and attention markets -- might arrive.
09/28/16
MZHO
09/28/16
DOWNGRADE
Target $15
MZHO
Underperform
Mizuho cuts Twitter to Underperform with $15 price target
Mizuho analyst Neil Doshi downgraded Twitter to Underperform from Neutral based on valuation. The shares are up 45% since the company reported Q2 results, primarily driven by potential buyout comments in media reports, Doshi tells investors in a research note. The stock at current levels is overvalued as Twitter's business fundamentals "have deteriorated significantly" over the past 12 months, the analyst contends. Doshi believes many of the M&A scenarios are unlikely to play out. He puts potential acquirers Salesforce (CRM) and Alphabet (GOOG, GOOGL) in the "maybe" camp, but he still has some reservations about these deals happening. The analyst believes investors of both companies would view a buyout of Twitter as negative. Doshi keeps a $15 price target for Twitter shares. The stock closed yesterday up 35c to $23.72. Loop Capital this morning also downgraded Twitter to Sell.
09/28/16
09/28/16
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Alphabet (GOOG, GOOGL) downgraded to Underperform from Neutral at Wedbush with analyst James Dix citing concerns that the "Four Horsemen of the Search Apocalypse" -- self-identified consumers, consumer control of IP-delivered ads, payments innovation, and attention markets -- might arrive. 2. AT&T (T) downgraded to Neutral from Buy at UBS with analyst John Hodulik citing expectations for lower earnings growth. 3. Macy's (M) downgraded to Neutral from Outperform at Credit Suisse with analyst Michael Exstein saying the retailer, after outlining in August its operations and merchandising strategies, is now in an execution phase. 4. Twitter (TWTR) downgraded to Underperform from Neutral at Mizuho and to Sell from Hold at Loop Capital. 5. Galectin Therapeutics (GALT) downgraded to Sell from Buy at Roth Capital with analyst Sa'ar Yaniv citing the company's announcement that NASH-FX, GR-MD-02's Phase 2a study in NASH fibrosis, failed both primary and secondary endpoints. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
GOOGL Alphabet Class A
$804.06

1.42 (0.18%)

09/30/16
RBCM
09/30/16
NO CHANGE
RBCM
Street underestimating Google growth outlook, says RBC Capital
RBC Capital analyst Mark Mahaney expects Google to end 2016 with "up to 20% growth," versus the Street's outlook of mid teen percentage level growth. Mahaney says that Google's growth should be boosted by "ongoing Search innovations, rising Mobile CPCs, and the growing impact of YouTube, Play & Cloud." He thinks that YouTube's revenue is growing at a 30%-40% clip. Mahaney raised his price target on the stock to $1,025 from $1,000 and keeps an Outperform rating on the shares.
FB Facebook
$128.27

0.18 (0.14%)

09/26/16
RHCO
09/26/16
NO CHANGE
RHCO
Facebook inaccurate average video viewing times immaterial, says SunTrust
SunTrust analyst Robert Peck does not believe that Facebook's overstatement of average video viewing times is significant. The analyst says that the metric does not affect budgets and ROI, while Facebook "was quick and open about the issue." He thinks that the website's reach makes it "a must buy for advertisers." Peck keeps a Buy rating on the stock.
09/26/16
CANT
09/26/16
NO CHANGE
Target $42
CANT
Buy
Yelp takeout chances increased with share conversion, says Cantor
Yelp's (YELP) conversion of Class B super-voting shares into regular Class A shares late last week increases the company's takeout potential, Cantor Fitzgerald analyst Youssef Squali tells investors in a research note. Yelp, especially following recent improvements in the underlying growth fundamentals of the business, has become "an easier, and more likely" acquisition target, the analyst contends. The analyst views Facebook (FB), Priceline (PCLN), TripAdvisor (TRIP) and Microsoft (MSFT) as potential acquirers of Yelp. Squali estimates Yelp could be worth $53 per share in a takeout. He keeps a Buy rating on the stock with a $42 price target. The stock is up 2% to $40.35 in early trading.
09/27/16
JPMS
09/27/16
NO CHANGE
Target $175
JPMS
Overweight
Facebook price target raised to $175 from $170 at JPMorgan
JPMorgan analyst Doug Anmuth raised his price target for Facebook to $175 on a roll forward to his 2017 estimates. The analyst keeps an Overweight rating on the shares. The target is for December 2017.
09/30/16
ROTH
09/30/16
NO CHANGE
ROTH
Buy
Facebook video measurement gaffe has no impact on MeetMe, says Roth Capital
Roth Capital analyst Darren Aftahi noted that recent bear reports, including one that surfaced yesterday, regarding MeetMe (MEET) contend that the company could be negatively impacted by spillover from Facebook's (FB) admission that it had been overstating time spent by its users watching video on its platform, but he does not expect Facebook's issue to have any impact on MeetMe. He also said that, contrary to bear assertions of bad reviews, MeetMe's app scores well relative to Tinder and Snapchat. The analyst keeps a Buy rating on MeetMe and sees pullbacks following short reports as buying opportunities.

TODAY'S FREE FLY STORIES

NVS

Novartis

$87.21

0.21 (0.24%)

, CMCSA

Comcast

$42.44

-0.45 (-1.05%)

20:25
01/23/18
01/23
20:25
01/23/18
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

NVS

Novartis

$87.21

0.21 (0.24%)

CMCSA

Comcast

$42.44

-0.45 (-1.05%)

GE

General Electric

$16.89

0.72 (4.45%)

UTX

United Technologies

$136.03

0.82 (0.61%)

ABT

Abbott

$59.23

-0.34 (-0.57%)

GD

General Dynamics

$207.48

-0.72 (-0.35%)

ITW

Illinois Tool Works

$173.06

-0.33 (-0.19%)

NSC

Norfolk Southern

$151.66

0.19 (0.13%)

BHGE

Baker Hughes

$35.82

0.27 (0.76%)

PGR

Progressive

$57.05

-1.17 (-2.01%)

RCL

Royal Caribbean

$127.22

-1.48 (-1.15%)

SWK

Stanley Black & Decker

$173.89

-1.34 (-0.76%)

ROK

Rockwell Automation

$204.69

0.76 (0.37%)

NTRS

Northern Trust

$106.89

-0.54 (-0.50%)

GWW

Grainger

$229.45

-0.41 (-0.18%)

ROL

Rollins

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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    Jan

  • 08

    Feb

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    Feb

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    Mar

  • 23

    Apr

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    May

CERS

Cerus

$4.33

0.14 (3.34%)

19:39
01/23/18
01/23
19:39
01/23/18
19:39
Conference/Events
Cerus to hold a pharmaceutical update conference call »

Management discusses the…

03/08/13
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03/08/13
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03/06/13
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  • 24

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    Feb

XPER

Xperi

$22.85

0.35 (1.56%)

19:26
01/23/18
01/23
19:26
01/23/18
19:26
Conference/Events
Xperi to hold a conference call »

Management holds a…

03/08/13
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03/06/13
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MDR

McDermott

$7.86

-0.1 (-1.26%)

19:14
01/23/18
01/23
19:14
01/23/18
19:14
Upgrade
McDermott rating change at KeyBanc »

McDermott upgraded to…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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BDRBF

Bombardier

, ERJ

Embraer

$24.13

-0.34 (-1.39%)

19:08
01/23/18
01/23
19:08
01/23/18
19:08
Periodicals
Bombardier invokes Embraer in Boeing trade dispute, Globe and Mail says »

Bombardier (BDRBF) says…

BDRBF

Bombardier

ERJ

Embraer

$24.13

-0.34 (-1.39%)

BA

Boeing

$335.59

-2.41 (-0.71%)

DAL

Delta Air Lines

$59.93

-0.2 (-0.33%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 31

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GSBC

Great Southern Bancorp

$52.00

0.45 (0.87%)

19:01
01/23/18
01/23
19:01
01/23/18
19:01
Earnings
Great Southern Bancorp reports preliminary Q4 EPS 86c, consnesus 83c »

Reports preliminary Q4…

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  • 24

    Jan

UUUU

Energy Fuels

$1.72

0.035 (2.08%)

18:48
01/23/18
01/23
18:48
01/23/18
18:48
Hot Stocks
Energy Fuels names Mark S. Chalmers president and CEO »

Energy Fuels announced…

03/08/13
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03/08/13
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03/06/13
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  • 29

    Jan

18:15
01/23/18
01/23
18:15
01/23/18
18:15
General news
Breaking General news story  »

Chicago Federal Reserve…

RBS

RBS

$8.46

-0.02 (-0.24%)

18:10
01/23/18
01/23
18:10
01/23/18
18:10
Periodicals
RBS plans to leave London headquarters by end of 2019, Reuters reports »

The Royal Bank of…

03/08/13
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TROX

Tronox

$21.88

0.07 (0.32%)

18:09
01/23/18
01/23
18:09
01/23/18
18:09
Hot Stocks
Tronox files lawsuit to prevent FTC from blocking proposed Cristal acquisition »

Tronox filed a lawsuit in…

03/08/13
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03/08/13
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03/06/13
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UBNK

United Financial

$17.92

-0.03 (-0.17%)

18:00
01/23/18
01/23
18:00
01/23/18
18:00
Hot Stocks
United Financial reports Q4 provision for loan losses $2.3M »

Reports Q4 provision for…

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03/06/13
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  • 23

    Jan

UBNK

United Financial

$17.92

-0.03 (-0.17%)

17:59
01/23/18
01/23
17:59
01/23/18
17:59
Earnings
United Financial reports Q4 EPS with items 19c, consensus 30c »

Companies must recognize…

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03/08/13
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03/06/13
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  • 23

    Jan

SPY

SPDR S&P 500 ETF Trust

$283.29

0.6 (0.21%)

, SPX

S&P 500

17:55
01/23/18
01/23
17:55
01/23/18
17:55
General news
Breaking General news story on SPDR S&P 500 ETF Trust, S&P 500 »

Senate confirms Jerome…

SPY

SPDR S&P 500 ETF Trust

$283.29

0.6 (0.21%)

SPX

S&P 500

03/08/13
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03/06/13
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17:55
01/23/18
01/23
17:55
01/23/18
17:55
Conference/Events
Federal Reserve Bank of Chicago President participates in a discussion »

Chicago Federal Reserve…

HESM

Hess Midstream Partners

$21.75

0.45 (2.11%)

17:46
01/23/18
01/23
17:46
01/23/18
17:46
Hot Stocks
Hess Midstream Partners raises quarterly dividend 3.6% to 32.2c per unit »

The distribution will be…

03/08/13
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  • 05

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GWB

Great Western

$44.29

0.53 (1.21%)

17:33
01/23/18
01/23
17:33
01/23/18
17:33
Hot Stocks
Great Western announces financial impact resulting from Tax Cuts and Jobs Act »

Great Western Bancorp,…

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  • 25

    Jan

ARAY

Accuray

$5.20

0.05 (0.97%)

, TSS

TSYS

$83.92

0.17 (0.20%)

17:27
01/23/18
01/23
17:27
01/23/18
17:27
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS:…

ARAY

Accuray

$5.20

0.05 (0.97%)

TSS

TSYS

$83.92

0.17 (0.20%)

CERS

Cerus

$4.33

0.14 (3.34%)

NTIP

Network-1 Technologies

$2.60

0.1 (4.00%)

GOOG

Alphabet

$1,169.97

14.16 (1.23%)

GOOGL

Alphabet Class A

$1,176.17

12.01 (1.03%)

QGEN

Qiagen

$33.55

0.5 (1.51%)

SIRI

SiriusXM

$5.68

0.03 (0.53%)

VLO

Valero

$98.69

-0.26 (-0.26%)

UAL

United Continental

$77.97

1.1 (1.43%)

NAVI

Navient

$13.44

-0.08 (-0.59%)

CREE

Cree

$35.02

-1.67 (-4.55%)

COF

Capital One

$105.71

0.22 (0.21%)

TXN

Texas Instruments

$119.89

0.45 (0.38%)

PBYI

Puma Biotechnology

$90.90

-3.05 (-3.25%)

SIGM

Sigma Designs

$7.00

0.025 (0.36%)

FPRX

Five Prime

$22.43

0.14 (0.63%)

RCKT

Rocket Pharmaceuticals

$15.19

1.92 (14.47%)

TK

Teekay Corp.

$10.74

0.05 (0.47%)

SBBP

Strongbridge Biopharma

$8.70

0.25 (2.96%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 24

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  • 24

    Jan

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  • 01

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  • 01

    Feb

  • 01

    Feb

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    Feb

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  • 24

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    Jan

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    Jan

UAL

United Continental

$77.97

1.11 (1.44%)

17:25
01/23/18
01/23
17:25
01/23/18
17:25
Earnings
United Continental sees FY18 EPS $6.50-$8.50, consensus $6.97 »

Sees FY18 CapEx…

03/08/13
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  • 23

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    Mar

17:25
01/23/18
01/23
17:25
01/23/18
17:25
Conference/Events
The Chicago Council on Global Affairs to hold a panel discussion »

The Chicago Council on…

MULE

MuleSoft

$25.08

-0.31 (-1.22%)

17:21
01/23/18
01/23
17:21
01/23/18
17:21
Initiation
MuleSoft initiated at Nomura Instinet »

MuleSoft initiated with a…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 15

    Feb

MDB

MongoDB

$28.83

0.02 (0.07%)

17:19
01/23/18
01/23
17:19
01/23/18
17:19
Initiation
MongoDB initiated at Nomura Instinet »

MongoDB initiated with a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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UAL

United Continental

$77.97

1.1 (1.43%)

17:19
01/23/18
01/23
17:19
01/23/18
17:19
Hot Stocks
Breaking Hot Stocks news story on United Continental »

United sees FY19 and FY20…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 23

    Jan

  • 23

    Jan

  • 21

    Mar

UAL

United Continental

$77.97

1.1 (1.43%)

17:18
01/23/18
01/23
17:18
01/23/18
17:18
Hot Stocks
Breaking Hot Stocks news story on United Continental »

United sees FY18 CASM…

03/08/13
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03/08/13
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03/06/13
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  • 23

    Jan

  • 23

    Jan

  • 21

    Mar

APTI

Apptio

$24.39

0.02 (0.08%)

17:17
01/23/18
01/23
17:17
01/23/18
17:17
Initiation
Apptio initiated at Nomura Instinet »

Apptio initiated with a…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
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  • 05

    Feb

VMW

VMware

$137.96

1.27 (0.93%)

17:16
01/23/18
01/23
17:16
01/23/18
17:16
Initiation
VMware initiated at Nomura Instinet »

Nomura starts VMware with…

03/08/13
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03/06/13
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03/06/13
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